Smartfinancial shares owned by Ascent Wealth Partners
Quarter-by-quarter ownership of Smartfinancial (SMBK) shares owned by Ascent Wealth Partners
from 13F filings
Historical chart of Ascent Wealth Partners investment in Smartfinancial
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Quarterly reported holdings in Smartfinancial by Ascent Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $743k | 35k | 21.07 |
| 2023-12-31 | $864k | 35k | 24.49 |
| 2023-09-30 | $754k | 35k | 21.37 |
| 2023-06-30 | $759k | 35k | 21.51 |
| 2023-03-31 | $816k | 35k | 23.14 |
| 2022-12-31 | $970k | 35k | 27.50 |
| 2022-03-31 | $902k | 35k | 25.57 |
| 2021-12-31 | $965k | 35k | 27.35 |
| 2021-09-30 | $912k | 35k | 25.85 |
| 2021-06-30 | $847k | 35k | 24.01 |
| 2021-03-31 | $764k | 35k | 21.66 |
| 2020-12-31 | $640k | 35k | 18.14 |
| 2020-09-30 | $479k | 35k | 13.58 |
| 2020-06-30 | $571k | 35k | 16.18 |
| 2020-03-31 | $537k | 35k | 15.22 |
| 2019-12-31 | $834k | 35k | 23.64 |
| 2019-09-30 | $735k | 35k | 20.83 |
| 2019-06-30 | $765k | 35k | 21.68 |
| 2019-03-31 | $667k | 35k | 18.91 |
| 2018-12-31 | $645k | 35k | 18.28 |
| 2018-09-30 | $831k | 35k | 23.55 |
| 2018-06-30 | $909k | 35k | 25.77 |
| 2018-03-31 | $831k | 35k | 23.55 |
| 2017-12-31 | $766k | 35k | 21.71 |
| 2017-09-30 | $849k | 35k | 24.06 |
| 2017-06-30 | $842k | 35k | 23.87 |
| 2017-03-31 | $742k | 35k | 21.03 |
| 2016-12-31 | $670k | 35k | 18.99 |
| 2016-09-30 | $575k | 35k | 16.30 |
| 2016-06-30 | $564k | 35k | 15.99 |
| 2016-03-31 | $653k | 35k | 18.51 |
| 2015-12-31 | $568k | 35k | 16.10 |